Creating an Individual Contact

The Add/Edit Contact page lets you create a new contact, or edit an existing contact.

About this task

When you add an individual contact, you will need to manually provide all of the information you would during an import. including contact details and fields, and list membership.

Edit Contact

Procedure

  1. Go to Contacts > Search.
  2. Click Create New Contact.
  3. Add an email address for the contact in the Email Address text box.
  4. Select an email message type for the contact using the Message Preferences radio buttons. You can select:
    • HTML
    • Text
  5. Optional: Check the Enable this contact for use in dynamic preview testing box to enable dynamic preview for the contact.
    Dynamic Preview allows you to preview an email message or an SMS message as if you were a specific contact in your account.
  6. Optional: To view a Dynamic Preview of an email message:
    1. Go to the Edit Message page by creating a new email message or by editing an existing email.
    2. Click Show Preview.
    3. Select a contact from the:
  7. Optional: To view a Dynamic Preview of an SMS message:
    1. Go to the Edit SMS Message page by creating a new SMS message or by editing an existing SMS message.
    2. Click Show Preview.
    3. Select a contact that you have enabled dynamic preview for from the Select a contact to view a preview for pull-down menu.
  8. Optional: Add in a twitter handle for the contact in the Twitter account text box.
  9. Add the source of the contact (where the contact's email address was acquired from) in the Contact Source text box.
    If a contact source is provided, it will appear in the General Information section on the overview page for the contact. For more information, see Contact Details General Information.
  10. Provide the date the contact agreed to receive communications from you in the Consent Date box.

    If you provide a date here, this will be added to the consent record for the contact and cannot be modified.

  11. Provide the IP address the contact used when they agreed to receive communications from you in the Consent IP Address box.

    If you provide an IP here, this will be added to the consent record for the contact and cannot be modified.

  12. Add a mobile number for the contact in the Mobile Number text box.
    Add Contact SMS

    Click the flag icon to apply the appropriate country code to the mobile number.

  13. In the Fields section, add the field data you wish to associate with the contact.
    Depending on the type of field you are viewing, you can either click the radio button, check the box, select an option from the pull-down menu, select a date from the calendar, or type in some text in the text box to add a value to that field for the contact you are viewing.

    For information on fields, see Contact Fields.

  14. In the Lists section, check the box next to the lists you want to add the contact to.
    You can use the Select All and Deselect All links to quickly add or remove the contact from all lists. You can also subscribe the contact to SMS keywords. Check the box next to the SMS keyword(s) you want to add the contact to.

    For information on lists, see Lists.

  15. Click Save.